Last week was absolutely incredible. With our daughter and granddaughter in town for my wife, Dawn's birthday. It is so amazing to see how much an infant's vocabulary grows over just a matter of weeks. It may be more amazing how parents learn to interpret their child's vocabulary š. As probably the easiest example, our granddaughter loves Baby Shark. But she doesn't call it "Baby Shark" or "Momma Shark." It's "Baby Doo-Doo" and "Momma Doo-Doo." Which, if you have ever heard the Baby Shark...
12 days agoĀ ā¢Ā 3 min read
This week, I wish a very special happy birthday to my wife, Dawn. My partner in life, in business, and the one who truly makes our house a home. I could have never imagined that after almost 30 years of marriage, you would make me as happy today as I was the day we married. I could not imagine not having you by my side. An amazing mother, a very special grandma (Dawn-naw), and an even better wife. HAPPY BIRTHDAY!! ššš I love you! Planning Beyond Documents: Building Support as a Solo Senior...
19 days agoĀ ā¢Ā 3 min read
š„EVENT ALERT š„ Divorce and Retirement: What You Need to KnowLive Virtual Q&A with Jill Lowe & Eric BlakeThursday, September 25 | 6:30 PM ā 7:30 PM CT | Zoom Webinar Are you navigatingāor consideringādivorce later in life? Wondering how it might impact your retirement, Social Security, or financial stability? Weāre inviting you to a special live Q&A event where collaborative divorce attorney Jill Lowe and retirement planner Eric Blake will answer your most important questions. LEARN MORE AND...
26 days agoĀ ā¢Ā 3 min read
This week is extra special for me because weāre celebrating my momās birthday. Her love, strength, and encouragement have shaped so much of who I am todayāboth personally and in the work I do helping women navigate retirement. Iām grateful every day for the example she has set, and I couldnāt let this week go by without saying: Happy Birthday, Mom! š Navigating Life After Loss ā Part 2: Financial & Legal Aspects š¬ From Episode 68: āThe biggest thing is none of us are meant to go through this...
about 1 month agoĀ ā¢Ā 2 min read
Todayās episode, along with the two that follow in this 3-part series, was inspired in part by my grandmother. She was widowed at 62, and for the past 28 years, she has faced lifeās changes with resilience and grace. Now 90 years old, she remains the heart of our family. Her strength, wisdom, and example have shaped both my life and the work I do, especially my commitment to helping women navigate life after loss. I hope you find value in this episode and consider sharing it with someone you...
about 1 month agoĀ ā¢Ā 3 min read
š„Next Week!š„ Webinar Alert: What the New 2025 Tax Law Means for Your Retirement Plan š
Tuesday, August 26, 2025 | 6:30 PM CT | Online ā
Whatās changing ā and whatās notā
Using the new $6,000 deduction for 65+ā
How to prepare before key provisions expire in 2028ā
Steps to take now with your advisor or CPA Learn More and Register here ā space is limited. Understanding The Widowās Penalty and What You Can Do About It š¬ From Episode 66: āMany women find themselves navigating complex financial...
about 2 months agoĀ ā¢Ā 3 min read
On our last morning together, I snapped this picture as we walked home from breakfast before my daughter and granddaughter headed back home. Iām pretty sure this isnāt how a stroller is supposed to work š ā¦ but the laughter made it worth it. Fortunately, theyāll be back next month for my wifeās birthday ā and I canāt wait. From Family Time to Future Planning š¬ From Episode 65: āOur advantage over Uncle Sam is that we can look many years in advance. All Uncle Sam cares about is this year.ā ā...
about 2 months agoĀ ā¢Ā 2 min read
I shared last week that my daughter, Kaitlyn, would be joining our retirement planning team at Blake Wealth Management. That means she and our granddaughter have been with us for the last week, so she can train and prepare for her new role. She will work remotely from home near Austin, Texas. Fortunately, that also means we have both our children at home. Don't get me wrong, I do enjoy being an "empty-nester", but my heart is truly full when both our children (and grandchild) are back in the...
2 months agoĀ ā¢Ā 3 min read
Weāre excited to welcome my daughter, Kaitlyn Blake-Lolliot, as our new Director of Operations at Blake Wealth Management beginning tomorrow, August 1st. Kaitlyn brings a natural talent for organization, communication, and client service to the role. She will oversee day-to-day operations, including managing client scheduling, coordinating transaction requests, streamlining internal workflows, and ensuring a seamless experience for every client. With a deep commitment to upholding the...
2 months agoĀ ā¢Ā 3 min read